Your estate plan can control what happens to your property when you die or are incapacitated. Your estate is comprised of everything you own— your car, real properties, personal possessions, checking and savings accounts, life insurance policies, investments and other properties. We often refer to estate planning as a wealth transportation process that establishes a solid planning roadmap to preserving your wealth for future generations. Whether your net worth is large or small, our attorneys can work closely with you to establish a comprehensive estate plan that provides peace of mind for you and your loved ones.
Estate & Trust Administration
After you die or become incapacitated, our attorneys can serve and guide your trustees or executors through the trust or estate administration process. We begin the process by ensuring that they fully understand your estate plan and are able to properly control and administer the assets in accordance with the terms of your estate plan.
We know the common and costly pitfalls of trust and estate administration and can be there, as requested, to advise your beneficiaries or your trustees every step of the way. We begin with a careful review of the will and trust documents, review of assets and discussion and explanation of the purpose of any required probate or trust proceedings. Depending on the terms outlined in your estate plan, and your property, we may also analyze or explain income and estate tax scenarios and counsel or advise on real estate transactions.